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AVGO icon

Simplicity Solutions’s Broadcom AVGO Stock Holding History

Simplicity Solutions’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$16.6M Buy
148,690
+3,740
+3% +$354K 0.45% 38
2023
Q3 		$12M Sell
144,950
-13,160
-8% -$1.14M 0.39% 47
2023
Q2 		$13.7M Sell
158,110
-7,760
-5% -$553K 0.37% 53
2023
Q1 		$10.6M Buy
165,870
+74,220
+81% +$4.47M 0.28% 71
2022
Q4 		$5.12M Buy
91,650
+1,820
+2% +$91.3K 0.7% 14
2022
Q3 		$3.99M Buy
89,830
+9,520
+12% +$486K 0.58% 26
2022
Q2 		$3.9M Buy
80,310
+10,830
+16% +$608K 0.51% 44
2022
Q1 		$4.38M Sell
69,480
-56,860
-45% -$3.38M 0.54% 37
2021
Q4 		$8.41M Buy
126,340
+58,810
+87% +$3.31M 0.94% 12
2021
Q3 		$3.27M Buy
67,530
+8,540
+14% +$415K 0.5% 42
2021
Q2 		$2.81M Buy
58,990
+8,160
+16% +$378K 0.56% 29
2021
Q1 		$2.36M Sell
50,830
-1,250
-2% -$57.8K 0.52% 37
2020
Q4 		$2.28M Buy
52,080
+8,820
+20% +$344K 0.03% 359
2020
Q3 		$1.57M Buy
43,260
+7,860
+22% +$263K 0.03% 388
2020
Q2 		$1.12M Buy
35,400
+13,750
+64% +$385K 0.02% 443
2020
Q1 		$513K Sell
21,650
-4,320
-17% -$122K 0.02% 476
2019
Q4 		$821K Buy
25,970
+17,750
+216% +$539K 0.03% 427
2019
Q3 		$227K Sell
8,220
-12,520
-60% -$356K 0.01% 653
2019
Q2 		$597K Sell
20,740
-19,320
-48% -$563K 0.03% 331
2019
Q1 		$1.21M Buy
40,060
+25,520
+176% +$692K 0.07% 226
2018
Q4 		$370K Buy
+14,540
New +$343K 0.05% 383
2018
Q3 		– Sell
-10,740
Closed -$261K – 557
2018
Q2 		$261K Buy
+10,740
New +$263K 0.02% 403
2017
Q2 		– Sell
-11,390
Closed -$249K – 411
2017
Q1 		$249K Buy
+11,390
New +$235K 0.04% 328

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Solutions's AVGO Position: Q4 2023 in Review

Simplicity Solutions increased its Broadcom (AVGO) stake by 2.6% in Q4 2023, buying an estimated $354K and bringing the position to 148,690 shares worth $16.6M. The position accounts for 0.45% of the portfolio, ranked #38.

Simplicity Solutions first reported a position in AVGO in Q1 2017 and has held it in 23 quarters since. 2,874 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

  • Simplicity Solutions held 148,690 shares of Broadcom worth $16.6M as of Q4 2023.
  • Simplicity Solutions bought 3,740 Broadcom shares in Q4 2023, an estimated $354K.
  • Broadcom made up 0.45% of Simplicity Solutions's portfolio in Q4 2023, its #38 holding.
  • Simplicity Solutions first reported a position in Broadcom in Q1 2017 and has held it in 23 quarters since.
  • 2,874 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.